Focus Partners Wealth’s Angel Oak UltraShort Income ETF UYLD Stock Holding History

Focus Partners Wealth’s Portfolio UYLD Stock Details UYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.4M	Sell	1,066,769 -14,200	-1%	-$726K	0.06%	298
2026 Q1	$55.2M	Sell	1,080,969 -45,518	-4%	-$2.33M	0.06%	271
2025 Q4	$57.6M	Sell	1,126,487 -4,352	-0.4%	-$223K	0.07%	260
2025 Q3	$57.8M	Buy	1,130,839 +53,130	+5%	+$2.72M	0.09%	196
2025 Q2	$55M	Sell	1,077,709 -9,576	-0.9%	-$490K	0.12%	175
2025 Q1	$55.5M	Sell	1,087,285 -9,248	-0.8%	-$473K	0.14%	152
2024 Q4	$56M	Buy	1,096,533 +45,835	+4%	+$2.35M	0.15%	143
2024 Q3	$53.8M	Buy	+1,050,698	New	+$53.8M	0.17%	126

Other funds holding UYLD

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Focus Partners Wealth's UYLD Position: Q2 2026 in Review

Focus Partners Wealth reduced its Angel Oak UltraShort Income ETF (UYLD) stake by 1.3% in Q2 2026, selling an estimated $726K and leaving 1,066,769 shares worth $54.4M. The position accounts for 0.06% of the portfolio, ranked #298.

Focus Partners Wealth first reported a position in UYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $57.8M in Q3 2025. 99 funds tracked by Wall St. Rank hold UYLD as of Q2 2026.

Focus Partners Wealth held 1,066,769 shares of Angel Oak UltraShort Income ETF worth $54.4M as of Q2 2026.
Focus Partners Wealth sold 14,200 Angel Oak UltraShort Income ETF shares in Q2 2026, an estimated $726K.
Angel Oak UltraShort Income ETF made up 0.06% of Focus Partners Wealth's portfolio in Q2 2026, its #298 holding.
Focus Partners Wealth first reported a position in Angel Oak UltraShort Income ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Angel Oak UltraShort Income ETF position peaked at $57.8M in Q3 2025.
99 funds tracked by Wall St. Rank held Angel Oak UltraShort Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.